Remote Tax Advisor — Full-Service Prep (20+ hrs/wk)

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated Tax Preparation Advisor to support TurboTax customers remotely. You will guide clients through tax concepts, provide expert advice, and assist with returns and signatures in a friendly, professional manner.

The role requires 2+ years of federal/state tax prep experience, active PTIN, and strong communication skills. A dedicated internet connection and US residency are required; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state tax returns for multiple clients.
• Active PTIN and state licenses or the ability to obtain them.
• Strong written and verbal communication skills for customer interactions.
• Familiarity with TurboTax or similar tax software and online guidance.
• Willingness to work a minimum of 20 hours per week and complete required trainings.
• Ability to explain tax concepts in everyday language and build customer trust.

Responsibilities

• Interact with customers in a virtual, video-based setting using Smartlook.
• Provide tax advice, complete tax preparation, and sign returns as needed.
• Address product questions and tax calculations with accuracy and clarity.
• Document interactions and work toward KPI targets and program goals.
• Participate in training, pilots, and compliance requirements as needed.

Skills

Tax preparation experience

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Bilingual English/Spanish

Technology proficiency

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated Tax Preparation Advisor to support TurboTax customers remotely. You will guide clients through tax concepts, provide expert advice, and assist with returns and signatures in a friendly, professional manner.

The role requires 2+ years of federal/state tax prep experience, active PTIN, and strong communication skills. A dedicated internet connection and US residency are required; bilingual English/Spanish is a plus.